LF

Lee Financial Portfolio holdings

AUM $797M
1-Year Est. Return 16.77%
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.08K ﹤0.01%
20
652
$2.08K ﹤0.01%
+38
653
$2.07K ﹤0.01%
21
654
$2.06K ﹤0.01%
+41
655
$2.06K ﹤0.01%
+17
656
$2.06K ﹤0.01%
+58
657
$2.05K ﹤0.01%
114
-67
658
$2.04K ﹤0.01%
+32
659
$2.03K ﹤0.01%
9
660
$2.02K ﹤0.01%
16
661
$2.01K ﹤0.01%
76
662
$2.01K ﹤0.01%
16
-14
663
$2K ﹤0.01%
+42
664
$2K ﹤0.01%
+37
665
$2K ﹤0.01%
5
666
$1.98K ﹤0.01%
+19
667
$1.97K ﹤0.01%
+67
668
$1.95K ﹤0.01%
14
669
$1.94K ﹤0.01%
38
670
$1.92K ﹤0.01%
72
-58
671
$1.89K ﹤0.01%
86
672
$1.87K ﹤0.01%
+7
673
$1.86K ﹤0.01%
28
674
$1.83K ﹤0.01%
69
+3
675
$1.83K ﹤0.01%
103
25 26
27
28 29